There may be no easy way to do this except for exporting the data, manipulating it, and then pulling it back into Tableau which is what I've done in the past. I wanted to see if anyone had run into this before and come up with a solution. I am not able to share my workbook due to sensitive information, but I can give a run down of what I'm trying to do.

Basically, I have a list of actions users are taking. I want to be able to determine if the user has done two things. In this example these actions will be comment and rate. I only want to focus in on users who have both commented and rated, not one or the other but both.

Username

Action

1234

Comment

1234

Rate

8910

Comment

3789

Comment

3789

Rate

7394

Rate

The above table gives an idea of what my data looks like. I only want to focus in on users such as 1234 and 3789 since they have both commented and rated. I want to filter out users such as 8910 and 7394 since they have only done one of the 2 actions. My main purpose is mostly to just get a distinct count of users who have done both. I know how to do this with an "either/or", but the "and" is throwing me off.

Thank you for your help! Does this require the data to be in order by username? My data is all over the place since there are separate rows for each date. Also, each user can complete the same action multiple times.

I like the thought process behind your thoughts, but unfortunately I have a variety of actions. I probably should have expanded my sample dataset to look more like what I'm actually using. Comment/rate are only 2 of a variety of actions so if I did a Countd, it would be difficult to discern which users are doing what.

I ended up creating a Set of users who completed one action and added this set to the filters shelf. Then I filtered the rest of the table to only those users who did the second action. Hopefully this makes sense! I'll have to revise this method in the future since the data is quickly becoming overwhelming and Tableau will not be able to handle filtering by the Set, but for now it seems to be working. I might end up adding to the data outside of Tableau so I can calculate this easily without needing to have the Set of users slowing the workbook down.

I know you already have a workable solution. Even so, you might gain valuable insight on filtering by watching the Tableau On Demand video Filtering Conditions. The formula I think of is explained from around 4:30 min to end of video.

Ps. I also share this link here so I easier find it when wanting to help someone else and or myself

If you substitute your Action for the X,Y,Z column you can 'AND' two or more of them. My problem (which Kevin solved) was that I lost the ability to count rows. The side effect I mentioned above is that you need to add a table calculation on the crosstab. (You don't need the dots).